Banque Cantonale Vaudoise Purchases 13,662 Shares of Zoom Communications, Inc. $ZM

Banque Cantonale Vaudoise grew its position in shares of Zoom Communications, Inc. (NASDAQ:ZM) by 118.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 25,187 shares of the company’s stock after buying an additional 13,662 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Zoom Communications were worth $2,077,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in ZM. Russell Investments Group Ltd. raised its stake in Zoom Communications by 33.7% during the 3rd quarter. Russell Investments Group Ltd. now owns 570,695 shares of the company’s stock valued at $47,479,000 after buying an additional 143,707 shares during the last quarter. Private Advisor Group LLC purchased a new position in shares of Zoom Communications in the 3rd quarter worth $370,000. PFG Advisors purchased a new position in shares of Zoom Communications in the 3rd quarter worth $803,000. Vinva Investment Management Ltd grew its holdings in shares of Zoom Communications by 248.9% in the third quarter. Vinva Investment Management Ltd now owns 361,534 shares of the company’s stock worth $30,662,000 after acquiring an additional 257,918 shares during the period. Finally, Blair William & Co. IL increased its position in Zoom Communications by 12.5% during the third quarter. Blair William & Co. IL now owns 113,018 shares of the company’s stock valued at $9,324,000 after acquiring an additional 12,588 shares during the last quarter. Institutional investors own 66.54% of the company’s stock.

More Zoom Communications News

Here are the key news stories impacting Zoom Communications this week:

• Positive Sentiment: Zoom expanded its enterprise “agentic” AI platform and rolled out AI Companion 3.0 plus custom AI agents to orchestrate workflows across meetings, Phone, CX and Workplace — a product push that could drive enterprise upsells and stickier revenue. Zoom expands enterprise agentic AI platform to orchestrate workflows across collaboration and customer experience
• Positive Sentiment: TechCrunch reports Zoom launched an AI-powered office suite (Docs, Slides, Sheets), an AI agent builder, voice translation and imminent AI avatars for meetings — new product initiatives that broaden revenue opportunities beyond Meetings. Zoom introduces an AI-powered office suite, says AI avatars for meetings arrive this month
• Positive Sentiment: PCI Pal expanded its partnership to add secure, compliant payment capabilities to Zoom Virtual Agent — a niche but valuable CX integration that can enhance Zoom’s customer-experience (CX) product value and enterprise adoption. PCI Pal Advances AI-Driven Customer Engagement with Secure Payment Experiences for Zoom Virtual Agent
• Positive Sentiment: Coverage reiterating Zoom’s focus on AI integration and enterprise revenue growth (citing CFO comments at the Morgan Stanley TMT conference) supports the narrative of strategic refocus toward higher-value enterprise offerings. Zoom Communications, Inc. (ZM) Focused on AI Integration and Enterprise Revenue Growth
• Neutral Sentiment: Argus moved Zoom to a “hold” rating — not a strong buy signal, but also not a downgrade to sell; this may temper bullish sentiment without creating a major catalyst. Argus upgrade to hold
• Neutral Sentiment: An article on small-cap Russell 2000 names appeared in coverage; this is likely immaterial to Zoom’s story and investor reaction given Zoom’s market cap and enterprise focus. 3 Russell 2000 Stocks We Think Twice About
• Negative Sentiment: An insider (Velchamy Sankarlingam) sold 2,590 shares (~$202k) on Mar 10, reducing his stake ~1.85% — a small but visible insider sale that can be interpreted negatively by short-term investors. Insider sale filing

Insider Buying and Selling at Zoom Communications

In other Zoom Communications news, CEO Eric S. Yuan sold 73,378 shares of the company’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $87.29, for a total value of $6,405,165.62. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Michelle Chang sold 8,417 shares of the firm’s stock in a transaction dated Monday, January 12th. The stock was sold at an average price of $86.54, for a total transaction of $728,407.18. Following the completion of the transaction, the chief financial officer directly owned 25,482 shares in the company, valued at $2,205,212.28. This represents a 24.83% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 183,084 shares of company stock valued at $15,704,721. 11.51% of the stock is owned by company insiders.

Zoom Communications Stock Down 0.4%

Shares of ZM stock opened at $76.05 on Thursday. The company’s fifty day simple moving average is $85.82 and its two-hundred day simple moving average is $84.62. Zoom Communications, Inc. has a 52 week low of $64.41 and a 52 week high of $97.58. The stock has a market cap of $22.52 billion, a P/E ratio of 12.27, a PEG ratio of 4.37 and a beta of 0.93.

Zoom Communications (NASDAQ:ZM) last posted its earnings results on Wednesday, February 25th. The company reported $1.44 earnings per share for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.04). Zoom Communications had a net margin of 39.03% and a return on equity of 11.88%. The business had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.23 billion. During the same period last year, the business posted $1.41 earnings per share. The company’s revenue for the quarter was up 5.3% compared to the same quarter last year. Zoom Communications has set its FY 2027 guidance at 5.770-5.810 EPS and its Q1 2027 guidance at 1.400-1.420 EPS. On average, analysts anticipate that Zoom Communications, Inc. will post 2.93 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research firms recently issued reports on ZM. Wall Street Zen downgraded shares of Zoom Communications from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Zoom Communications in a report on Monday, December 29th. Zacks Research downgraded shares of Zoom Communications from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 13th. Rosenblatt Securities reiterated a “buy” rating and set a $115.00 price target on shares of Zoom Communications in a research note on Thursday, February 26th. Finally, Piper Sandler boosted their price objective on shares of Zoom Communications from $85.00 to $91.00 and gave the company a “neutral” rating in a research report on Monday, January 5th. Fourteen investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $95.32.

About Zoom Communications

Zoom Video Communications, Inc (commonly referred to as Zoom) is a provider of cloud-based communications and collaboration solutions. The company’s platform supports video conferencing, voice calling, instant messaging, webinars and large-scale virtual events, and meeting room systems, marketed to businesses, educational institutions, government organizations and individual users. Zoom’s product lineup includes Zoom Meetings, Zoom Phone, Zoom Rooms, Zoom Video Webinars and Zoom Chat, and the company offers integrations and extensions through a developer marketplace and third-party apps.

Founded in 2011 by Eric S.